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Who is Credential Securities Inc.?

Credential Securities Inc. is one of WealthBar's custodians, which means they are one of the institutions which holds our client's assets. As a member of IIROC and CIPF your accounts are secure, segregated and protected for up to $1,000,000.

When you open an account with us you will also be asked to open an account with one of our custodians which WealthBar manages on your behalf. The account and assets within will always be owned by you and can only be transferred to and from your own bank account.

Credential Documentation

Account Agreement & Disclosure Document
English: CPM_AADD.PDF | French: CPM_AADD_fr.pdf

A Guide to Your Statement
A Guide to Your Statement.pdf

Registered Account Beneficiary Designation
CPM-BeneficiaryDesignation.pdf

Investment Industry Regulatory Organization of Canada (IIROC) Documentation

How IIROC protects investors
How-IIROC-protects-investors.pdf

Making a Complaint: A Guide for Investors
Making a Compliant - A Guide for Investors.pdf

How Can I get My Money Back? A Guide for Investors
IIROC_How_Do_I_Get_Money_Back_Brochure_en.pdf

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